Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

As a Senior CSA in Mariner Ultra Operations, you’ll act as a subject matter expert and operational leader, managing the entire client service lifecycle for UHNW relationships — onboarding, account maintenance, money movements, and complex operational support — while ensuring an exceptional advisor and client experience.

Responsibilities

• Deliver the UHNW client experience: Serve as a key point of contact for advisors, clients, custodians, and third-party partners to ensure seamless service across all operational touchpoints, including the onboarding and maintenance of complex client relationships such as trusts, partnerships, and foundations.

• Oversee daily workflow: Manage inbound client service requests, ensuring adherence to service level standards while proactively communicating status updates.

• Provide technical expertise: Support advisors and internal teams with guidance on custodial processes, operational requirements, and best practices.

• Foster custodial relationships: Build and maintain strong partnerships with custodians such as Schwab, Fidelity, and Pershing, efficiently resolving escalations and inquiries.

• Problem resolution: Identify, troubleshoot, and resolve complex or sensitive issues with minimal oversight, escalating when appropriate.

• Collaborate cross-functionally: Partner with investment operations, alternative investments, and tax and planning teams to coordinate and deliver comprehensive client solutions.

• Maintain operational integrity: Research and resolve NIGOs (Not In Good Order items), execute account maintenance requests, and ensure compliance with internal and custodial policies.

• Contribute to process improvement: Participate in initiatives to enhance workflow, increase efficiency, and strengthen the UHNW service model.

Qualifications

• High school diploma required; bachelor’s degree preferred.

• 5–7 years of experience within the wealth management industry, demonstrating strong organizational skills and attention to detail.

• Experience working with ultra-high-net-worth clients is preferred but not required.

• Proven ability to manage complex workflows and competing priorities in a fast-paced environment.

• Strong written and verbal communication skills with a client-first mindset.

• Ability to work both independently and collaboratively across departments.

• Commitment to maintaining confidentiality, professionalism, and accuracy in all work.

Skills & Knowledge

• Solid understanding of wealth management operations and custodial platforms (Schwab, Fidelity, Pershing, or similar).

• Familiarity with complex entity types (trusts, partnerships, foundations) and multi-custodial relationships.

• Proficiency in Microsoft Office; experience with CRM and workflow systems (Elements, Salesforce) preferred.

• Strong analytical and problem-solving abilities; proactive approach to identifying and resolving issues.

• High level of adaptability, organization, and accountability.

• Embodies Mariner’s core values: integrity, client focus, humility, and excellence.

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $80K - $110K